FIRST TR EXCHANGE TRADED FD's ticker is IFV and the CUSIP is 33738R886.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,438 | -1.9% | 3,125 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $56,500 | +4.9% | 3,125 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $53,875 | +3.0% | 3,125 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $52,281 | +0.5% | 3,125 | -3.3% | 0.02% | 0.0% |
| Q3 2022 | $52,000 | -8.8% | 3,233 | 0.0% | 0.02% | -11.8% |
| Q2 2022 | $57,000 | – | 3,233 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| G&S Capital LLC | 216,580 | $4,924,000 | 2.71% |
| QP WEALTH MANAGEMENT, LLC | 58,526 | $1,331,000 | 1.43% |
| TriaGen Wealth Management LLC | 89,345 | $2,031,000 | 1.10% |
| &PARTNERS | 63,483 | $1,443,000 | 0.92% |
| Good Life Advisors, LLC | 186,714 | $4,245,000 | 0.58% |
| Arkadios Wealth Advisors | 120,236 | $2,733,000 | 0.39% |
| Prospera Financial Services Inc | 278,531 | $6,332,000 | 0.32% |
| Claro Advisors LLC | 11,897 | $270,000 | 0.11% |
| DCM Advisors, LLC | 6,625 | $151,000 | 0.06% |
| Raymond James Financial Services Advisors, Inc. | 1,091,523 | $24,816,000 | 0.05% |